How to Add a Note

Productivity Tip

Think of a note as the little scrap of paper you used to bung in a client file. Notes can be made about anything to do with a client or a policy and made from multiple points in the system. Notes can also be classified as you have done with tasks.

Add a Note from Member Details

1.	This is probably to most widely used note area - a note post a client meeting, a conversation note (special type of Note which always appears on the Conversation Screen) and so on.

2.	I have used Notes under my record for example to log continuing education credits and attached the certificate issued.

3.	Open the Member Details Screen.

4.	Click on the Note tab.

5.	Enter the Note type and description. See the tip on the picture below regarding a Conversation Note.

6.	Press Enter to save.

Add a Policy Note

1.	Notes about a policy can cover many things - a manual balance update of an investment contract, removal of a benefit or a life, confirmation of a change of address.

2.	These note types can be filtered and sorted on in the Journal.

3.	Open the policy in question and go to the Note tab.

4.	Add the Note as you have seen in the section above.